Create a Tariff in IZI CRM

How to Create a Tariff in IZI CRM

A tariff is what a player purchases to start a gaming session. Every booking at the counter, every online checkout in the mobile app, and every self-service order through the web widget is fulfilled by a tariff — it is the central product unit in IZI CRM. A well-configured tariff answers three questions: how much time the player receives and under what conditions it expires, when and where the tariff can be purchased and started, and what happens to unused time when a session ends early. In IZI CRM, each tariff is built from four required blocks: expiration conditions (the rules that determine when a tariff ends), a sales policy (which channels and schedules allow purchase), a usage policy (start schedule and zone prices), and a refund policy (what to do with leftover time). The flexibility of this structure means a single tariff can serve as a simple one-hour pass, a 30-day multipass, or an overnight unlimited plan — all without duplicating entries. Before you begin, make sure at least one zone and one schedule already exist in your club — without them the pricing and schedule fields cannot be filled in and the form cannot be saved.

Before You Start: Prerequisites

Creating a tariff without zones and schedules is not possible in practice — the “Prices per zone” and “Schedule” fields inside policies will be empty and unsaveable. Check that you have:

• Zones — configured under Devices → Zones. Each zone represents a group of computers or consoles sharing one price.
• Schedules — under Tariffs → Schedules. The built-in “Always” schedule is available from the start.
• Tariff group — optional, but without one the tariff will not appear for players in the mobile app or web widget.

Step 1. Open the Create Tariff Form

Go to Tariffs → Tariffs. In the top-right corner of the list, click Add. A modal dialog titled “New tariff” opens.

Step 2. Fill In the Basic Fields

The top section of the form contains the core fields:

Field	Required	Description
Tariff name	Yes	Shown to staff and, if the tariff is in a group, to players. Use clear names: “1 Hour PC”, “Night Pass”, “VIP 3 Hours”
Tariff group	No	Category for organizing tariffs in the list and in customer interfaces. Without a group the tariff is only visible inside the CRM
Maximum bonus percentage	No	Cap on the share of the price payable with bonus balance (0–100). Default is 0 — bonus payment disabled
Description	No	Additional text shown in the tariff details

Step 3. Configure Expiration Conditions

The Expiration Conditions block is required. It defines when a purchased tariff runs out.

Click Add condition and choose a type:

Condition type	Triggers when	Example
Time from purchase	N minutes/hours/days after payment	”Tariff expires 30 days after purchase”
Time from first use	N minutes/hours/days after the first session	”7 days from first login”
Gaming time	After N cumulative minutes/hours of sessions	”Expires after 600 minutes of gaming time”
Number of sessions	After N uses	”Expires after 10 uses”
Fixed date	On a specific calendar date (exclusive)	“Valid through December 31”

You can add several conditions of different types — the tariff expires when any one of them triggers (OR logic). The form shows a plain-language preview: “The tariff will expire 30 days after purchase” — use this to verify the setup before saving.

Each condition type can only be added once. When all five are added, the Add condition button is hidden.

Step 4. Configure the Sales Policy

The Sales Policy block determines when and through which channels the tariff can be purchased. Without at least one policy, the tariff cannot be sold.

Click Add sales policy. For each policy, set:

Schedule — the time window during which the tariff is available for purchase. Choose “Always” (available at any time) or a custom schedule (for example, weekdays from 10:00 to 22:00).

Purchase channels — where the tariff can be bought:

• CRM — club cashier (staff processes the purchase)
• Mobile app — player purchases directly in the app
• Web widget — through the widget on the club website
• Club card — via a card terminal

Leaving the channels field empty means all channels are allowed. You can add multiple sales policies for different schedules. Each schedule can only be used once per policy.

Step 5. Configure the Usage Policy and Prices

The Usage Policy and Prices block defines when a tariff can be started and what it costs per zone. At least one usage policy is required to save the tariff.

Click Add usage policy. For each policy:

Start schedule — when a player can begin a session under this tariff. For example, a daytime schedule: Mon–Fri from 10:00 to 22:00.

Additional end schedule (optional) — an extended window for ending a session. Used for overnight scenarios: a player starts under the daytime schedule and can end their session under the night schedule even after the day changes.

Prices per zone — select zones and set a price for each. Rules:

• Price 0 = the tariff is free in that zone
• A zone without a price = the tariff is unavailable in that zone
• At least one zone must be selected

One tariff can have multiple usage policies for different schedules — this lets you offer different day and night prices without creating separate tariffs.

Step 6. Configure the Refund Policy

The Refund Policy block defines what happens to unused time when a session is ended manually before the tariff runs out.

Choose one option:

Option	What happens
Keep remainder	Unused time stays on the tariff. The player can return and continue in a future session
Return to bonus	The monetary value of unused time is credited proportionally to the player’s bonus balance
Burn remainder	Unused time is forfeited with no refund

For single-use tariffs (expiration condition set to “1 session”), the Keep remainder option is unavailable — it is logically inapplicable.

Step 7. Save the Tariff

Click Save. On success, the system shows a confirmation notification: “Tariff ‘Name’ created”. The tariff appears in the list.

If the form fails validation, the system displays errors under each block: “At least one sales policy is required”, “At least one expiration condition is required”, and so on.

After Creation

Once the tariff is saved:

1. Add the tariff to a group (if you didn’t do it during creation) — without a group, players cannot see the tariff in the app or widget.
2. Verify availability — open the tariff and confirm that schedules and zones are configured correctly.
3. Set up discounts if needed — under Tariffs → Discounts you can add percentage reductions for specific player groups.

Required Permissions

To create a tariff, a CRM user needs the TARIFF_CREATE and TARIFF_READ permissions. These are assigned through roles in club settings.

See Also

• Tariffs overview — full capabilities of the section: categories, discounts, schedules
• Setting up club zones — how to create the zones required for a tariff
• Roles and permissions — who can create and edit tariffs